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Research & Reports

Soleares Research, LLC is a market research and consulting firm servicing the annuity and life insurance businesses. We provide, through our website, periodic articles that cover important industry trends; we also offer clients phone or on-site consultations, executive briefings and presentations. We pride ourselves on first-class customer service and responsiveness to our clients. We aim to be an indispensable resource to the marketplace.
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New Lincoln National Contracts – and Other VA Product Filing News

In this report we’ll discuss variable annuity filing activity from the past few weeks. Of particular note was the registration of new contracts from Lincoln National, aimed at IRA rollover money, which will include a...

An Update on Trends in Variable Insurance Volatility-Control Portfolios

Variable insurance volatility-control portfolios continue to gather assets at a brisk pace around the industry – and not just because of the introduction of brand-new ones. In recent months a large number of existing portfolios...

Reviewing Variable Insurance Fund Filings from August, 2014

In this report we’ll cover noteworthy variable insurance fund developments from August, a month that we thought was rather busy, considering the season…

Late Summer Filings Held Yet More IOVA Products, Assorted Changes

In this report we’ll get caught up with product filings from late August – of particular note is that the batch included a number of investment-only variable annuities (IOVAs), providing further evidence that the trend...

Reviewing Variable Insurance Fund Filings from July, 2014

In July we saw an increase in variable insurance fund filing activity and some interesting new registrations, which we’ll cover in this commentary. We’ll also attempt to put some filing trends in perspective, particularly those...

MetLife Becomes Latest Insurer to File an Investment-Only VA

For a while now we had a suspicion MetLife would come out with an investment-only variable annuity, since so many of its peers have done so. As it turns out the insurer filed one not...

MetLife Files a New Simplified Variable Annuity – With a GMAB

In recent reports we’ve opined about how slow activity along the variable annuity product pipeline has become this summer. Yet last Friday MetLife cut through the seasonal doldrums by registering an interesting new contract with...

Reviewing Variable Insurance Fund Filings from June, 2014

This commentary contains our regular coverage of notable variable insurance fund filings from the prior month. In June we saw fairly brisk rate of activity, including a number of new registrations…

Identifying Trends in Variable Annuity Industry Product Changes in 2014

Since the start of the year we have been steadily tracking modifications to variable annuity products and in this commentary we’ll share what we think are prevailing trends from around the industry…